• Gift Planning MAXIMIZE YOUR PHILANTHROPIC GOALS

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    Charitable Gift Annuity rates have increased for the second time in the last year. Call the Office of Gift Planning or click here to learn more.

Friday June 21, 2024

News

Thank you for your interest in UNC Charlotte. Our hope is to serve you and your family with helpful information. Learn More

Bypass the Estate Tax
Personal Planner

There are both temporary and permanent rules for federal estate planning. These principles are helpful in...


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Impersonation Scams Target Seniors
Washington News

On June 12, 2024, the Internal Revenue Service (IRS) announced that it is joining together with other...


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Long-Term Care Benefits for Veterans and Surviving Spouses
Savvy Living

I recently learned that there are benefits that can help veterans and their spouses with long-term care costs....


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